Financial Advisors

The Evolution of Financial Planning and Wealth Management and Impact of Technology in the Space

Published

Tanya Van Court, Founder and CEO, Goalsetter, Dave Goldman, Chief Business Officer of Pontera, and Katherine Frattarola, Head of HUB Private Client, join Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space.

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